View from Silicon Valley
Missive Archive (2004-2H)
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2004-2H View from Silicon Valley missives:

IBM /Lenovo Part 2: After the "spin"... , December 29, 2004

IBM /Lenovo Part 1: The underlying market(s), December 21, 2004

Sales tax receipts "news", December 9, 2004

Got COLA?, December 2, 2004

The trouble with forecasts, November 26, 2004

New VC funding vs. jobs, November 17, 2004

"It's over...", November 11, 2004

This week's cheerleading, November 4, 2004

Building inventory and building fabs, October 27, 2004

California EDD: Let's just make up the answers, October 21, 2004

The Moving Chronicles, Chapter 3: The hunt for rent: October, October 14, 2004

The Moving Chronicles: Chapter 2: So how's business, October 7, 2004

The Moving Chronicles, Chapter 1: Palo Alto schools, the "final" chapter, October 5, 2004

Help me make it through the Notch, September 20, 2004

PAUSD's case for a Parcel Tax, September 13, 2004

It depends "where" you are..., September 6, 2004

The hidden dangers of believing McKinsey, August 26, 2004

Santa Clara County Statistics released, August 19, 2004

CA Budget: Schools demand "mo' money", August 17, 2004

ABSJ, August 12, 2004

Unique job description, August 5, 2004

"One-off" insights into Silicon Valley, July 27, 2004

McKinsey is twisting the Data, July 22, 2004

Intel earnings: Inventory is inventory, July 14, 2004

CA Budget: Free Money!, July 9, 2004

McKinsey article: a new deal for contract manufacturers, July 8, 2004

A short trip on Caltrain, July 6, 2004

The inverse boom, June 26, 2004

(back to current missives...)